Bank of America

Bank of America Portfolio holdings

AUM $1.34T
1-Year Est. Return 19.29%
 

Bank of America, founded in 1904 as the Bank of Italy by Amadeo Giannini to serve immigrants in San Francisco, is now one of the largest financial institutions in the world, headquartered in Charlotte, North Carolina, following its 1998 merger with NationsBank. It provides a broad spectrum of services, including consumer banking, wealth management (through its Merrill division), commercial banking, and investment banking, managing trillions in assets and serving millions of customers globally.

This Quarter Est. Return
1 Year Est. Return
+19.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$842B
AUM Growth
-$28.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,214
New
Increased
Reduced
Closed

Top Sells

1 +$5.3B
2 +$3.4B
3 +$3.18B
4
VTV icon
Vanguard Value ETF
VTV
+$2.7B
5
NVDA icon
NVIDIA
NVDA
+$2.4B

Sector Composition

1 Technology 13.87%
2 Financials 7.47%
3 Healthcare 7.43%
4 Consumer Discretionary 6.09%
5 Industrials 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
5426
$55K ﹤0.01%
8,211
-16,313
5427
$54K ﹤0.01%
2,685
+2,093
5428
$53.8K ﹤0.01%
31,262
-8,769
5429
$53.7K ﹤0.01%
44,000
5430
$53.6K ﹤0.01%
24,719
5431
$53.6K ﹤0.01%
6,638
-2,035
5432
$53.4K ﹤0.01%
6,619
-11,198
5433
$53.4K ﹤0.01%
4,913
-18,706
5434
$53.3K ﹤0.01%
3,635
+35
5435
$53.2K ﹤0.01%
819
+8
5436
$53.1K ﹤0.01%
13,950
5437
$53K ﹤0.01%
7,523
-887
5438
$52.9K ﹤0.01%
+2,075
5439
$52.8K ﹤0.01%
4,204
+87
5440
$52.8K ﹤0.01%
9,887
-22,246
5441
$52.8K ﹤0.01%
8,195
-305
5442
$52.5K ﹤0.01%
50,000
5443
$52.4K ﹤0.01%
13,516
-1,199
5444
$52.4K ﹤0.01%
13,333
-1,300,993
5445
$51.7K ﹤0.01%
4,050
+2,750
5446
$51.7K ﹤0.01%
11,490
-16,696
5447
$51.5K ﹤0.01%
1,696
-940
5448
$51.5K ﹤0.01%
+2,112
5449
$51.1K ﹤0.01%
12,884
-4,839
5450
$51K ﹤0.01%
+2,000